Position in KVUE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,674,229
+$179,573 QoQ
Shares Held
244,596
-6.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#292
of 1,000 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in KVUE Over Time
Shares Held
Position Value (USD)
Derivatives in KVUE
reported options exposure · as of Sep 30, 2024CallValue
$0
CallShares
0
PutValue
$106,398
PutShares
4,600
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Household & Personal Products
Consumer Defensive · as of Jun 30, 2026Lido Advisors, LLC holds $60,658,212 across 10 Household & Personal Products names. KVUE ranks #3 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PG |
PROCTER & GAMBLE Co
|
280,384 | $41,115,508 | |
| 2 | CL |
Colgate Palmolive Co
|
59,027 | $5,411,593 | |
| 3 | KVUE |
Kenvue Inc.
This page
|
244,596 | $4,674,229 | |
| 4 | CHD |
Church & Dwight Co Inc /De/
|
33,443 | $3,239,956 | |
| 5 | UL |
Unilever PLC
|
34,061 | $2,047,746 | |
| 6 | KMB |
Kimberly Clark Corp
|
15,313 | $1,680,906 | |
| 7 | CLX |
Clorox Co /De/
|
11,649 | $1,111,780 | |
| 8 | EL |
Estee Lauder Companies Inc
|
7,809 | $616,519 |
All Filings in KVUE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,674,229 | 244,596 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $4,494,656 | 260,711 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $3,980,005 | 230,725 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $4,266,379 | 262,870 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,593,650 | 76,142 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $575,327 | 23,992 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $417,455 | 19,553 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $563,005 | 24,341 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $106,398 | 4,600 | Put | Sole | 2024-11-14 | |
| 2024-06-30 | $83,628 | 4,600 | Put | Sole | 2024-08-15 | |
| 2024-06-30 | $896,818 | 49,330 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $98,716 | 4,600 | Put | Sole | 2024-05-15 | |
| 2024-03-31 | $347,544 | 16,195 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $380,327 | 17,665 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $99,038 | 4,600 | Put | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||